• Mutual Funds
  • BOI AXA Mutual Funds
  • BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A)

Formerly BOI AXA Tax Advantage Eco DR

BOI AXA Mutual Funds

BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A)

EquityTax Saving

Top Ranked

17.55

NAV (Nov 26)

20.9%
5 Year CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

519 Cr. Medium within the category

Category View

Positive. The category has a positive investment outlook

Consistency Of Performance

Good. The historical performance of the fund has been good

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Tax Saver Plan

Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

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    Historical growth rate of 12% per annum
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    Recommended Duration > 5 years
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    3 Years
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    Save Tax

No single fund can achieve what a plan can. Learn why

Historical NAV

17.55

NAV (Nov 26)

Fund Returns

Last 1Y

46.2%

Last 3Y

26.4%

Last 5Y

20.9%

Last 10Y

18%

Since Inception

19.7%

6 Month CAGR

16.2%

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Scheme Information

Investment Objective

The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.)

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.32

Launched (12y ago)

Feb 25, 2009

AUM in Crores

518.645

ISIN

INF761K01140

Lock-in

3

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

0

Lumpsum Min.

500

Fund Managers
user-avatar

Aakash Manghani

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Tax Saver Plan

Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

  • Inflation beating returns
    Inflation beating returns
  • Save Tax
    Save Tax
  • One click investing  tracking
    One click investing tracking
comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

BOI AXA Investment Mngrs Private Ltd

BOI AXA Investment Mngrs Private Ltd manages assets worth 2,768 crores and was set up on 12 April 2007. It's current offering of mutual fund schemes includes 29 equity,24 debt and 25 hybrid funds.

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  • tel-amc-about
    022-40479000
  • mail-amc-about
    service@boiaxa-im.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    0%

    4.7%

    6.8%

    28.3%

    20.3%

    27.5%

    19.7%

    4.4%

    5%

    growth

    Tax Saver Plan

    Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      3 Years
    • graph-icon-gray
      Save Tax
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Mirae Asset Tax Saver Fund (Growth)

    Mirae Asset Tax Saver Fund (Growth)

    Equity

    Tax Saving

    Canara Robeco Equity Taxsaver fund (Growth)

    Canara Robeco Equity Taxsaver fund (Growth)

    Equity

    Tax Saving

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
    We thrive on trust.

    We match your objectives to the right portfolio. World-class wealth management using science, data and technology, leveraged by our experience, and human touch. Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A)

    About BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A)

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) is a Tax Saving Equity fund and has delivered an annualised return of 19.7% over a period of 12 years. The fund was previously known as BOI AXA Tax Advantage Eco DR . The fund is managed by BOI AXA Investment Mngrs Private Ltd. The fund manager’s name is Aakash Manghani

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) Investment Objective

    The Scheme seeks to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities across all market capitalisations. The Scheme is in the nature of diversified multi-cap fund. The Scheme is not providing any assured or guaranteed returns.(There can be no assurance that the investment objectives of the Scheme will be realized.) . However, there is no assurance that the objective of the scheme will be realized.

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) fund was launched on Feb 25, 2009. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-11-26 is ₹17.55. The total AUM (Asset Under Management) of the fund as of 27/11/2021 is ₹518.645. The category risk of the BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.32 % as expense ratio.

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 98% in this asset class. The top three holdings of the fund are

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) Investment volatility and Horizon

    This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) Review

    BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) has a score of 4 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, BOI AXA Tax Advantage Fund Eco of Income Dist cum Cap Wdrl (RIDCW-A) has a score of 3 out of 5 Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.

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